SYSTEM AND METHOD FOR TASK MANAGEMENT
First Claim
1. An method for managing a sales process via a graphical user interface (GUI) generated by a computer and displayed on a computer display, comprising:
- defining a sales process, the sales process including a first task assigned to a first assignee and a second task;
at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;
receiving the identifier of the second assignee; and
assigning the second assignee to the second task;
wherein the assignment of the second assignee to the second task is displayed on the computer display, stored in a computer memory device, or displayed on the computer display and stored in a computer memory device.
5 Assignments
0 Petitions
Accused Products
Abstract
An method for managing a sales process via a graphical user interface (GUI) generated by a computer and displayed on a computer display is described. The method includes the step of defining a sales process, the sales process including a first task assigned to first assignee and a second task. The method further includes, at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed. The method yet further includes receiving the identifier of the second assignee and assigning the second assignee to the second task. The assignment of the second assignee to the second task is displayed on the computer display, stored in a computer memory device, or displayed on the computer display and stored in a computer memory device.
-
Citations
20 Claims
-
1. An method for managing a sales process via a graphical user interface (GUI) generated by a computer and displayed on a computer display, comprising:
-
defining a sales process, the sales process including a first task assigned to a first assignee and a second task; at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed; receiving the identifier of the second assignee; and assigning the second assignee to the second task; wherein the assignment of the second assignee to the second task is displayed on the computer display, stored in a computer memory device, or displayed on the computer display and stored in a computer memory device. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
-
-
9. A computer for providing a GUI for managing a sales process, the sales process including a first task assigned to a first assignee and a second task for assigning to a second assignee, the computer comprising:
-
a memory unit; and a processing circuit communicably coupled to the memory unit and configured to receive first input regarding the sales process via the GUI and to use the first input to define the sales process within the memory unit, wherein the processing circuit is further configured to receive an indication that the first task has been completed via the GUI and to cause the GUI to display a prompt for an identifier of the second assignee upon receipt of the indication, wherein the processing circuit is further configured to receive the identifier of the second assignee and to assign the second assignee to the second task, and wherein the processing circuit is further configured to cause the GUI to display a record of the assignment of the second assignee to the second task, to store the record in the memory unit, or to cause the GUI to display the record and to store the record. - View Dependent Claims (10, 11)
-
-
12. A system for managing a sales process, the system configured to generate a graphical user interface (GUI) for allowing a user to manage sales processes for a plurality of sales projects, the system comprising:
-
a processing circuit configured to maintain a record of a total cost for each sales project of the plurality of sales projects, wherein the processing circuit is configured to prompt the user for updated cost information after tasks relating to each sales project are updated as completed via the GUI; and wherein the processing circuit is configured to display an indication of the total cost for a sales project of the plurality of sales projects near an indication of the potential revenue relating to the sales project on the graphical user interface of the system. - View Dependent Claims (13)
-
-
14. A system for managing a sales process, the system configured to generate a graphical user interface (GUI) for allowing a user to manage sales processes for a plurality of sales projects, the system comprising:
-
a processing circuit configured to maintain a record of the meeting instances during which a customer contact relating to the sales process met with a sales representative and wherein the processing circuit is further configured to calculate the period of time since the last meeting instance and to prompt the user to initiate a sales process task for meeting with the customer contact; and wherein the processing circuit is further configured to display a map on the graphical user interface, the map including an indicator of a location associated with the customer contact and at least another indicator for another customer contact. - View Dependent Claims (15, 16)
-
-
17. A machine readable storage medium storing a computer program for use by a computer and for managing a sales process via a graphical user interface (GUI) generated by the computer and displayed on a computer display, the computer program being adapted to make a computer execute the process comprising the steps of:
-
defining the sales process, the sales process including a first task assigned to first assignee and a second task; at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;
receiving the identifier of the second assignee; andassigning the second assignee to the second task; wherein the assignment of the second assignee to the second task is displayed on the computer display and/or stored in a computer memory device.
-
-
18. A first computer for transmitting a computer program for use by a second computer, the computer program being adapted to make the second computer execute the process comprising the steps of:
-
defining the sales process, the sales process including a first task assigned to first assignee and a second task; at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;
receiving the identifier of the second assignee; andassigning the second assignee to the second task; wherein the assignment of the second assignee to the second task is displayed on the computer display and/or stored in a computer memory device. - View Dependent Claims (19, 20)
-
Specification